Box Hill Private Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$137,466,560
Clients
45
82% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$3,054,812
About
Box Hill Private Wealth manages about $137.5 million in discretionary assets for roughly 45 clients, serving individuals, high‑net‑worth individuals, charitable organizations, and small businesses. The firm offers investment advisory and financial planning services, including creation of written investment policy statements and periodic reviews.
The firm’s investment process combines fundamental, technical, cyclical, quantitative and qualitative analysis to build long‑term, actively allocated or hybrid portfolios and offers equity income, growth, tax‑efficient and ESG strategies. BHPW may use third‑party sub‑advisers and implements specialized custodial strategies, including an options‑based box spread borrowing strategy and access to alternative investments available through the Schwab platform.
Box Hill provides a quarterly digital report and ongoing written plans for clients, a formal periodical practice that is uncommon among independent peers. The firm’s lineup includes less common, higher‑complexity offerings—notably the box spread strategy implemented through a third‑party sub‑adviser (SyntheticFi), with disclosure that Box Hill does not receive SyntheticFi’s separate sub‑adviser fee—and it generally applies a $1,000,000 account minimum (waivable).
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
ESG / Sustainable investing
Fee options
$0 - $5M: 1.00% annually $5M - $10M: 0.75% annually $10M+: 0.50% annually
$250 per hour for financial planning-only services
Account minimum: $1,000,000 Fee-only: Hourly fee of $250 for planning-only engagements
Main office location
Box Hill Private Wealth
Scottsdale AZ, United States
Number of offices
1
Most active in
Box Hill Private Wealth has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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